HHLA has released an ambitious but costly plan to build-back its market share while elevating margins to historical highs by 2025. The core of the plan will be the automation of Hamburg’s terminals together with sharp organic growth in the Intermodal activities. While this was much needed and expected, the magnitude of both the investments and their returns came in above our latest estimations. At the end of the day, we expect the trade-off to be positive on the stock.
16 Dec 2021
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Hamburger Hafen und Logistik AG (HHFA:ETR) | 0 0 0.0%
- Published:
16 Dec 2021 -
Author:
Valentin Mory -
Pages:
3
HHLA has released an ambitious but costly plan to build-back its market share while elevating margins to historical highs by 2025. The core of the plan will be the automation of Hamburg’s terminals together with sharp organic growth in the Intermodal activities. While this was much needed and expected, the magnitude of both the investments and their returns came in above our latest estimations. At the end of the day, we expect the trade-off to be positive on the stock.